Lido Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Hold |
21,455
| – | – | 0.01% | 443 |
|
|
2025
Q1 | $2.92M | Buy |
21,455
+13,675
| +176% | +$1.86M | 0.01% | 433 |
|
|
2024
Q4 | $1.11M | Buy |
7,780
+305
| +4% | +$43.6K | 0.01% | 670 |
|
|
2024
Q3 | $1.04M | Sell |
7,475
-251
| -3% | -$35K | 0.01% | 632 |
|
|
2024
Q2 | $1.02M | Buy |
7,726
+895
| +13% | +$118K | 0.01% | 606 |
|
|
2024
Q1 | $875K | Hold |
6,831
| – | – | 0.01% | 648 |
|
|
2023
Q4 | $796K | Buy |
6,831
+1,143
| +20% | +$133K | 0.01% | 638 |
|
|
2023
Q3 | $594K | Buy |
+5,688
| New | +$594K | ﹤0.01% | 629 |
|